+43.2%
TER vs KWEB
-34.1%
+77.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.5% | -11.3% | -9.4% |
| 7D | -19.9% | +5.8% | -25.7% | -22.8% |
| 30D | -43.5% | -1.0% | -42.6% | -43.1% |
| 3M | -37.8% | -15.8% | -22.0% | -30.1% |
| 6M | -25.6% | -14.9% | -10.6% | -15.6% |
| YTD | +29.8% | -28.6% | +58.4% | +73.8% |
| 1Y | +43.2% | -33.9% | +77.1% | +108.6% |
| All | +43.2% | -34.1% | +77.3% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KWEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling